Anders Welcomes Rhea as Director of Advisory Services

Paul Rhea

Paul Rhea

St. Louis-based Anders CPAs + Advisors (FY16 net revenue of $30 million) welcomes Paul Rhea as director of advisory services.

Rhea has 33 years of experience in the banking and finance industry, specifically working with private wealth management, commercial and industrial banking, commercial real estate, and investment management. At Anders, Rhea’s experience offers a focused view of the overall financial picture for clients. In his advisory role, he will provide strategy for growing industry groups and identify new opportunities for clients of the firm. Rhea’s expertise in overall asset management, credit assessments and reviews will be beneficial to uncovering needs and financial opportunities for businesses served by Anders. Rhea will also work with Anders affiliate company, Claris Advisors.

White Nelson Diehl Evans Admits Six New Partners

Irvine, Calif.-based White Nelson Diehl Evans (FY16 net revenue of $23 million) admitted six new partners: Jill Cohen, Michael Glaab, Erin Johnson, Jennifer Pugh, Kassie Radermacher and Christina Wenk.

Cohen is an audit and assurance partner who first came to WNDE as an intern in 1993. She has spent most of her career with WNDE, but also spent two years as a controller in private industry. She provides financial reporting and consulting services for privately-held companies in a variety of industries including manufacturing and distribution, restaurant and retail industries, construction, investment trusts, medical groups and non-profit organizations.

Glaab is an audit and assurance partner who began his career with WNDE in 2004. He serves clients in a wide variety of industries including employee benefit plans, state and local governments, retail, distribution, health care and financial services.

Johnson is a tax and advisory services partner who began her career at Deloitte before coming to WNDE in 2010. She manages client engagements, assists the firm with staff training and development, and provides clients with specific guidance on ways they can reduce their tax expenses.

Pugh is an audit and assurance partner who has spent her entire career with WNDE. She began as an intern with the firm in 1996. She provides financial reporting and consulting services to privately-held mid-size for-profit companies, employee benefit plans, non-profit organizations and governmental entities. She specializes in the areas of manufacturing, distribution, professional services, construction and health care. She is also the PIC of monitoring the firm’s quality control system.

Radermacher is an audit and assurance partner who has been with the firm since 2009. She has performed all phases of local governmental audits including cities, successor agencies and redevelopment agencies, single audit of federal grants, special districts, compliance audits and agreed-upon procedures engagements.

Wenk is a tax and advisory services partner who joined WNDE in 2007. She manages a client base consisting primarily of partnerships, limited liability companies, s-corporations, trusts and high-net-worth individuals. Her responsibilities include tax planning, managing work flow, preparing and reviewing income tax returns and assisting clients in all manners requested.

Adams Brown Beran & Ball Welcomes New Principal

Jessica Dennis

Jessica Dennis

Great Bend, Kan.-based Adams Brown Beran & Ball (FY16 net revenue of $18.2 million) welcomed Jessica Dennis as a firm principal.

Dennis joined ABBB in 2004 and works in the tax department, providing tax and accounting services to clients in a variety of industries. Dennis also chairs the firm’s tax advisory board and co-leads the firm’s tax service line.

“Congratulations to Jessica on this significant achievement,” says Brian Staats, MP.  “We look forward to our future success as a result of her leadership, determination, and technical expertise.”

Calibre One Admits New Partner and Strengthens Financial Services Capabilities

Calibre One, an executive search firm and an affiliate of Bethesda, Md.-based Calibre CPA Group (FY16 net revenue of $23 million), admitted David Schumer as a partner in its New York office. Schumer will further strengthen Calibre One’s global financial technology practice and lead the company’s broader expansion into serving financial services clients, including investment management and insurance.

“Calibre One is continually looking to expand into new industries that are undergoing digital transformation,” says Dan Grosh, MP in San Francisco. “One such area is the financial services sector where investment management firms are facing increased competition, fee pressures, shifting client preferences and ever-changing regulation. Of all of the changes confronting investment managers, artificial intelligence, robotics and distributed ledger technologies hold the most potential to transform the industry. With the addition of David, we have substantially strengthened our technical expertise and access to senior executives in financial services to bring clients the global talent they need to thrive in the era of technological and regulatory change.”

Schumer has more than a decade of investment management experience. Most recently, he served as principal for an executive search boutique and strategic advisor specializing in talent management for the asset and wealth management industry. Prior to that, he was a consultant at David Barrett Partners. Schumer also previously served as an equity investor at Tribe Capital Management and at HBK Investments. He started his career as an investment banker at Lehman Brothers.

Briggs & Veselka Expands Houston Tax Practice with Acquisition

Houston-based Briggs & Veselka (FY16 net revenue of $35.4 million) acquired William M. Shields of Houston. Bill Shields will join the firm as a shareholder, and all the firm’s professional employees will join Briggs & Veselka in various positions. Shields currently represents more than 1,000 clients domestically and internationally.

“Shields has a reputation for great client service, which is one of the many commonalities we discovered in the discussions leading up to this acquisition,” says John Flatowicz, managing shareholder of Briggs & Veselka.

“We are hoping that additional resources – international tax, state and local tax, audit and attestation, and consulting services will be a great resource for our clients in the Southwest and elsewhere,” says Shields.

“Being a legacy firm means we intend to remain independent through the consolidation in the industry. The shareholders and I strongly believe that preserving our unique culture will allow the firm to invest in the resources our clients need today and into the future,” says Flatowicz.

PKF Texas Strengthens Entrepreneurial Advisory Services Team

Houston-based Pannell Kerr Forster of Texas (FY16 net revenue of $24.2 million) acquired D. Supkis Cheek LLP. Owner, Danielle Supkis Cheek will join as a director in the entrepreneurial advisory services department. Additionally, her team members, Karina Israyelyan and Roland Robb will join the firm as senior associates.

“PKF Texas continually evaluates ways to further enhance our client service offerings,” says Byron Hebert, chief growth officer. “With the addition of Danielle and her team, we are strengthening the depth of services we provide to our entrepreneur-owned client base.”

Supkis Cheek has focused her practice primarily on small and medium sized privately held companies in the manufacturing, distribution, professional services and construction industries. She also provides consulting to non-profit entities.

Anders CPAs + Advisors Welcomes New Principal

Christopher Shamel

Christopher Shamel

St. Louis-based Anders CPAs + Advisors (FY16 net revenue of $30 million) welcomes Christopher Shamel as a principal in the tax services group. Shamel joined Anders from Shamel & Company.

With more than 35 years of public accounting experience running his own firm, Shamel brings tax and family wealth planning expertise to Anders. As a principal in the tax services group, he works with high-net-worth individuals and families on their tax and estate planning needs. Shamel has experience advising large private foundations and trusts, and consulting with high-net-worth individuals on charitable contribution planning.

Briggs & Veselka Acquires Pathway Forensics

Houston-based Briggs & Veselka (FY16 net revenue of $35.4 million) has acquired Pathway Forensics, a digital forensics firm specializing in computer forensics, eDiscovery processing and hosting, data analysis, corporate investigations and expert witness testimony.

“We believe this will be a great partnership because of our similar cultures and complimentary skill sets,” says Sheila Enriquez, leader of the Briggs & Veselka forensic, valuation and litigation support practice and the firm’s consulting group. “Pathway has received numerous kudos statewide for their computer forensics, corporate investigations, expert witness, and eDiscovery services, and they will be an excellent resource for our clients and the law firms we serve.”

“Pathway is excited to join a firm with such a remarkable market reputation, and with such a high degree of client loyalty. And our cultures align well, which was a critical point for me and our management team,” says Noel Kersh, partner with Pathway. “We’re excited about the ability to collaborate on litigation matters as well as the middle market corporate clients that Briggs & Veselka serves.”

The firm leadership brings more than 75 years of experience in conducting digital forensics acquisitions and analysis on a variety of cases involving business and employment disputes, investigating theft of intellectual property, compliance with discovery requests, family law, harassment, in-house investigations for large corporations, copyright infringement and criminal cases.

In addition to Kersh, Pathway principal, Dustin Hager, directors Chris Graham and Dennis Williams, and the staff, will be part of the new organization.

PKF Texas Announces Changes to Management Structure

Gary Voth

Gary Voth

Effective Jan. 1, Houston-based Pannell Kerr Forster of Texas (FY16 net revenue of $24.2 million) announced changes to their management structure, which included creating three new positions: chief growth officer, chief culture officer and chief financial officer.

Gary Voth will serve as the chairman of the board. Voth has been with the firm since 2005 and a member of the management committee since 2012.

“As our industry continues to evolve at a rapid pace, we believe this new management structure will allow us to address these changes by utilizing our individual strengths and passions, while continuing to focus on providing excellent client service and an award-winning firm culture for the benefit of our clients and team members,” says Voth.

Byron Hebert

Byron Hebert

Byron Hebert will serve as the chief growth officer, responsible for ensuring the growth of the firm, developing recommendations for growth initiatives and executing the firm’s growth strategy. Hebert has been with the firm since 2004 and a member of the management committee since 2012.

Sonia Freeman will serve as the chief culture officer, responsible for maintaining the culture and operations of the firm, developing recommendations for cultural initiatives and executing the firm’s culture strategy. Freeman has been with the firm since 1985 and has served in various roles, most recently as audit practice leader and a member of the management committee since 2005.

Sonia Freeman

Sonia Freeman

Frank Landreneau will serve as the chief financial officer, responsible for ensuring the financial profitability and stability of the firm, as well as ensuring the capitalization strategy and utilization of the firm’s resources are consistent with the firm’s growth and culture initiatives. Landreneau has been with the firm since 2005.

Del Walker will continue to serve as the tax practice leader and Michael Veuleman will serve as audit practice leader.

Frank Landreneau

Frank Landreneau

A transition period for the new structure has begun and is expected to be complete by early 2019. Kenneth Guidry, as a founding shareholder of PKF Texas, will continue with the firm through the transition period and until his anticipated retirement in 2020.

“I am excited about the next generation of leadership and pleased that our shareholders are committed to continuing the vision of the firm’s founders – for PKF Texas to be the premier independent middle-market firm in Houston,” says Guidry. “We are also committed to continuing investment in our team members’ professional growth and development to deliver the exceptional service our clients have come to expect from us.”

Maxwell Locke & Ritter Names Parks as Leading Partner

Kyle Parks

Kyle Parks

Austin, Texas-based Maxwell Locke & Ritter (FY16 net revenue of $24.2 million) has named Kyle Parks as leading partner, effective Jan. 1, 2019.

Parks will be the third leading partner in their 27-year history, succeeding Steven Knebel and Earl Maxwell. Knebel will continue his advisory and consulting practice and serve as a mentor to our people.

“Kyle is a strong entrepreneurial leader who will steer us through the next iteration of ML&R’s growth. He will maintain our focus on the strengths that have brought us success – selecting and retaining talent, working with clients who share our core values, protecting ML&R’s culture and giving back to the regional community that has been so good to us,” says Knebel.

Parks joined Maxwell Locke & Ritter in 2004 after 10 years with Ernst & Young. He specializes in corporate tax planning, merger and acquisition structuring, and IRS compliance and reporting requirements. He is a leader on ML&R’s business development and recruiting teams and serves a wide array of clients who are representative of the area’s economy.

“We will continue to focus on hiring great people and providing quality service to our clients in a highly responsive manner,” says Parks. “Likewise, we will continue to encourage our people to engage in and give back to the central Texas community. These qualities have built ML&R into what it is today and will continue to keep us successful as we move into the future.”